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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,288 | $185,312-93.9% | $161,489-93.0% | $154,746-92.7% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 18.02% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,280 | $4,769-73.2% | $4,268-70.0% | $4,379-70.8% |
| Participant deferral / active EE | $2,672 | $6,350-57.9% | $5,630-52.5% | $6,730-60.3% |
| Admin fee / account holder | $127 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |